CHRD β€” OASIS PETROLEUM INC

Ownership history in Advisory Services Network, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in OASIS PETROLEUM INC (CHRD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Advisory Services Network, LLC Γ— CHRD AI Analytics

πŸ“ˆ Advisory Services Network, LLC outperformed the S&P 500 by +14.4% annually on this CHRD position. Timing score: 75% (3/4 decisions correct). Average cost basis: $103.44. Maximum drawdown during holding period: –33.7%.

πŸ“ˆ Position Alpha vs SPY
+14.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.4% per year on this position.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$103.44
-6.3% vs current ($96.95)

Best entry: $62.92 (2021 Q2)  Β·  Worst: $146.20 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CHRD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,226 +731 +147.7% 0.00% $122K $96.95
2023 Q4 ADDED 495 +267 +117.1% 0.00% $82K $146.20
2023 Q1 ADDED 228 +12 +5.6% 0.00% $31K $112.95
2022 Q4 ADDED 216 +41 +23.4% 0.00% $30K $110.98
2021 Q2 INITIATED 175 β€” β€” 0.00% $18K $62.92
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